R.H. Investment Group, LLC Portfolio Holdings

R.H. Investment Group, LLC

  • $104 Billion
  • Q1 2025

R.H. Investment Group, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $7.11B, Mastercard Inc with a value of $6.87B, Berkshire Hathaway Inc Class B with a value of $6.01B, Walmart Inc. with a value of $5.88B, and Automatic Data Processing Inc with a value of $5.31B.

Examining the 13F form we can see an decrease of $2.13B in the current position value, from $106B to 104B.

R.H. Investment Group, LLC is based out at Scottsdale, AZ

Below you can find more details about R.H. Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
Financial Services: $23.2 Billion
Consumer Defensive: $20.5 Billion
Healthcare: $17.1 Billion
Industrials: $13.2 Billion
Energy: $9.69 Billion
ETFs: $6.6 Billion
Communication Services: $4.8 Billion
Technology: $4.77 Billion
Other: $4.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$7.11 Billion 6.84% of portfolio
44,817
Q1 2025 Added 0.72%
$523B
$6.87 Billion 6.6% of portfolio
12,526
Q1 2025 Reduced 0.51%
$694B
$6.01 Billion 5.78% of portfolio
11,291
Q1 2025 Reduced 0.09%
$264B
$5.88 Billion 5.65% of portfolio
66,924
Q1 2025 Reduced 1.83%
$125B
$5.31 Billion 5.11% of portfolio
17,374
Q1 2025 Reduced 6.44%
$270B
$5.13 Billion 4.94% of portfolio
71,521
Q1 2025 Reduced 0.63%
$113B
$4.84 Billion 4.65% of portfolio
46,043
Q1 2025 Added 0.43%
$3.42T
$4.77 Billion 4.59% of portfolio
21,483
Q1 2025 Added 0.09%
$156B
$4.52 Billion 4.35% of portfolio
14,517
Q4 2024 New
$168B
$4.51 Billion 4.34% of portfolio
9,064
Q1 2025 Added 1.8%
$385B
$4.41 Billion 4.25% of portfolio
25,896
Q1 2025 Added 0.39%
$409B
$4.37 Billion 4.2% of portfolio
26,343
Q1 2025 Added 5.16%
$440B
$4.21 Billion 4.05% of portfolio
35,401
Q1 2025 Reduced 0.56%
$133B
$4 Billion 3.85% of portfolio
16,925
Q1 2025 Added 1.23%
$54.7B
$3.9 Billion 3.75% of portfolio
15,981
Q1 2025 Reduced 0.37%
$235B
$3.84 Billion 3.69% of portfolio
12,284
Q4 2024 New
$979B
$3.68 Billion 3.54% of portfolio
23,530
Q1 2025 Added 0.64%
$0
$3.6 Billion 3.47% of portfolio
13,108
Q1 2025 Added 21.17%
$59.9B
$3.42 Billion 3.29% of portfolio
80,954
Q4 2024 New
$63.8B
$2.48 Billion 2.38% of portfolio
23,636
Q1 2025 Added 9.09%
$0
$1.88 Billion 1.81% of portfolio
3,653
Q1 2025 Added 1.39%
$718B
$1.81 Billion 1.74% of portfolio
7,390
Q4 2024 New
$957B
$1.12 Billion 1.08% of portfolio
7,241
Q1 2025 Reduced 7.06%
$0
$1.12 Billion 1.08% of portfolio
36,450
Q4 2024 New
$65B
$410 Million 0.39% of portfolio
12,000
Q4 2024 New
$17.6B
$295 Million 0.28% of portfolio
2,000
Q4 2024 New
$187B
$282 Million 0.27% of portfolio
1,880
Q4 2024 New
$7.02B
$236 Million 0.23% of portfolio
2,980
Q1 2025 Reduced 11.04%
$100B
$221 Million 0.21% of portfolio
2,400
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $104 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track R.H. Investment Group, LLC Portfolio

Follow R.H. Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of R.H. Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on R.H. Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email